Portfolio Manager, TPS

Job summary

The Portfolio Manager is responsible for generating leads and closing sales of treasury and payment solutions while managing client relationships and ensuring regulatory compliance. They also coordinate implementation activities and analyze client data to provide strategic financial advice and optimize working capital.

Job details

Application Deadline: 10/15/2026 Address: 595 Burrard Street Job Family Group: Commercial Sales & Service Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies. Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: 4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. Advanced level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented Salary: $55,500.00 - $120,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

What you’ll do

The Portfolio Manager is responsible for generating leads and closing sales of treasury and payment solutions while managing client relationships and ensuring regulatory compliance. They also coordinate implementation activities and analyze client data to provide strategic financial advice and optimize working capital.

Requirements

Candidates should have 4 to 6 years of relevant experience in treasury management, financial operations, or risk management. A bachelor's degree in Business Administration, Finance, or Accounting is required.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans

Listed skills

• Financial analysis · Preferred
• Quality assurance · Preferred
• Regulatory Compliance · Preferred
• Data analysis · Preferred
• Reporting · Preferred
• Problem solving · Preferred
• Time management · Preferred
• Detail-oriented · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Treasury management
• Cash management
• Payment technologies
• Financial analysis
• Risk assessment
• Quality assurance
• Auditing
• Regulatory compliance
• Data analysis
• Reporting
• Problem solving
• Time management
• Detail-oriented
• Consultative sales
• Relationship management
• Liquidity Management
• Sales Strategy
• Relationship Management
• Compliance Risk
• Escalation Procedures
• Advocacy
• Risk Mitigation
• Service Standards
• Accounting
• Data Analysis
• Business To Business
• Business Administration
• Internal Controls
• Management
• Cash Management
• Closing (Sales)
• Communication
• Regulatory Compliance
• Consultative Selling
• Treasury Management
• Economic Growth
• Finance
• Sales
• Financial Analysis
• Health Insurance
• Innovation
• Problem Solving
• Risk Management
• Market Trend
• Milestones (Project Management)
• Working Capital
• Operations
• Quality Assurance
• Regulatory Requirements
• Coaching

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Consulting
• Portfolio Manager
• Investment Fund Manager
• Financial and Investment Advisers
• Investment Fund Managers
• Financial Managers

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